Ratings by Monness, Crespi, Hardt (Gus Gala)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/26/2026 | Dave Inc | DAVE | New Coverage | Neutral (N/A) |
354.60 (323.01) |
-8.91% | Details | |
| 10/26/2026 | Chime Financial | CHYM | New Coverage | Neutral (N/A) |
29.57 (28.55) |
-3.45% | Details | |
| 10/26/2026 | SoFi Technologies | SOFI | New Coverage | Buy (N/A) |
14.62 (14.46) |
-1.09% | Details | |
| 10/26/2026 | Nu Holdings (Nubank) | NU | New Coverage | Buy (N/A) |
15.16 (12.59) |
-16.95% | Details | |
| 10/26/2026 | Klarna | KLAR | New Coverage | Buy (N/A) |
12.81 (12.62) |
-1.48% | Details | |
| 10/26/2026 | Affirm Holdings | AFRM | New Coverage | Buy (N/A) |
70.08 (69.49) |
-0.84% | Details | |
| 10/14/2026 | Western Union Co. | WU | Upgrade | Neutral (Sell) |
6.10 (6.21) |
1.8% | Details | |
| 6/2/2026 | Strategy | MSTR | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/5/2026 | Euronet Worldwide | EEFT | Downgrade | Neutral (Buy) |
74.10 (63.95) |
-13.7% | Details | |
| 1/5/2026 | PayPal | PYPL | Downgrade | Neutral (Buy) |
58.14 (54.99) |
-5.42% | Details | |
| 11/10/2025 | Strategy | MSTR | Upgrade | Neutral (Sell) |
241.93 (139.82) |
-42.21% | Details | |
| 10/28/2025 | Strategy | MSTR | Maintain | Sell (Sell) |
|
Details | ||
| 9/30/2025 | Strategy | MSTR | Maintain | Sell (Sell) |
|
Details | ||
| 9/16/2025 | Strategy | MSTR | Maintain | Sell (Sell) |
|
Details | ||
| 8/21/2025 | Strategy | MSTR | Maintain | Sell (N/A) |
|
Details | ||
| 7/28/2025 | PayPal | PYPL | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2025 | American Express | AXP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2025 | American Express | AXP | Downgrade | Neutral (Buy) |
320.92 (315.05) |
-1.83% | Details | |
| 6/4/2025 | Strategy | MSTR | Maintain | Sell (N/A) |
|
Details | ||
| 4/24/2025 | Western Union Co. | WU | Downgrade | Sell (Neutral) |
10.11 (6.10) |
-39.66% | Details | |
| 4/21/2025 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2025 | MasterCard | MA | Downgrade | Neutral (Buy) |
479.92 (613.50) |
27.83% | Details | |
| 4/1/2025 | Strategy | MSTR | Downgrade | Sell (Neutral) |
288.27 (139.82) |
-51.5% | Details | |
| 3/19/2025 | Strategy | MSTR | New Coverage | Neutral (N/A) |
283.19 (139.82) |
-50.63% | Details | |
| 1/31/2025 | MasterCard | MA | Upgrade | Buy (Neutral) |
566.01 (613.50) |
8.39% | Details | |
| 1/23/2025 | International Money Express | IMXI | Downgrade | Neutral (Buy) |
20.11 (9.16) |
-54.45% | Details | |
| 12/13/2024 | Block Inc. | SQ | Upgrade | Buy (Neutral) |
94.11 (86.96) |
-7.6% | Details | |
| 10/14/2024 | American Express | AXP | Maintain | Buy (N/A) |
|
Details | ||
| 9/24/2024 | Visa | V | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/2/2024 | Block Inc. | SQ | Downgrade | Neutral (Buy) |
66.84 (86.96) |
30.1% | Details | |
| 4/5/2024 | American Express | AXP | Upgrade | Buy (Neutral) |
219.59 (315.05) |
43.47% | Details | |
| 3/20/2024 | Western Union Co. | WU | New Coverage | Neutral (N/A) |
13.47 (6.21) |
-53.9% | Details | |
| 3/20/2024 | Remitly Global Inc | RELY | New Coverage | Buy (N/A) |
20.13 (24.57) |
22.06% | Details | |
| 3/20/2024 | International Money Express | IMXI | New Coverage | Buy (N/A) |
21.36 (9.16) |
-57.12% | Details | |
| 3/20/2024 | Euronet Worldwide | EEFT | New Coverage | Buy (N/A) |
107.87 (74.10) |
-31.31% | Details | |
| 12/20/2023 | Visa | V | New Coverage | Neutral (N/A) |
259.99 (404.16) |
55.45% | Details | |
| 12/20/2023 | MasterCard | MA | New Coverage | Neutral (N/A) |
425.47 (613.50) |
44.19% | Details | |
| 12/20/2023 | American Express | AXP | New Coverage | Neutral (N/A) |
185.75 (315.05) |
69.61% | Details |
